AI News 180m Report

2026-10-19 09:00–12:00 JST

856 received, 856 listed, 14 sources ・ Page 9 of 9

One place for news and notices from 2 countries/regions: Japan, 760 items from 4 sources; Taiwan, 96 items from 10 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(28)

A father gives his son a home and even kindly pays the NT$350,000 in taxes and fees! The Ministry of Finance reveals “1 key point”: the gift tax ends up higher

Published ・ Source Taiwan | 風傳媒

The Ministry of Finance used a case to explain that if parents pay taxes and fees on real estate they give to their children, the payments are treated as additional gifts and increase the tax burden. The tax bureau advises keeping proof of funds and noting the 2026 exemption and filing deadlines.

Facts

  • A father gifts real estate worth NT$5 million to his son. If he pays the NT$350,000 in taxes and fees on his behalf, the gift tax will be NT$35,000 higher than if the son pays them himself.
  • Under the law, land value increment tax and deed tax paid by parents on behalf of their children are considered the gratuitous assumption of another person’s debt and are treated as gifts.
  • The 2026 gift tax exemption is NT$2.44 million per donor per year.
  • A case released by the Taipei National Taxation Bureau showed that a father’s payment of NT$1 million in taxes and fees was added to the total gift amount, resulting in an assessed gift tax of NT$956,000.
  • Land value increment tax and deed tax paid on a real estate gift transfer may be deducted from the total gift amount if the requirements are met.

Ministry of Labor announces payments! People nationwide aged 45 and over can receive up to NT$100,000 each; eligible people can apply whether employed or job-seeking—training subsidies explained

Published ・ Source Taiwan | 風傳媒

The Ministry of Labor has launched the Industry Talent Investment Program, offering employed workers up to NT$100,000 in vocational training subsidies for a range of courses, including AI and foreign languages, to help them upgrade their skills and prepare for career changes.

Facts

  • Under the Ministry of Labor’s Industry Talent Investment Program, eligible employed workers can receive up to NT$100,000 in training subsidies over 3 years.
  • Subsidy levels vary by status: the standard subsidy covers 80%, while people in designated categories, including middle-aged and older workers and low-income households, can receive 100%.
  • In the second half of 2026, the Kaohsiung-Pingtung-Penghu-Taitung branch partnered with more than 200 training providers to offer nearly 600 courses.
  • Courses cover fields including information technology, languages, machinery, tourism, food and beverage, cultural and creative industries, green energy and beauty.
  • Applicants generally must be at least 15 years old and insured under employment insurance, labor insurance, labor occupational accident insurance or farmers’ health insurance.
  • People whose insurance records are marked “訓,” those who continued insurance at their former workplace at their own expense after being laid off, and those who did so after a workplace injury may be ineligible for subsidies.
  • Applicants must prepare a copy of their national ID card, a copy of the front of their bankbook, a trainee information form, a training contract and a subsidy application form.

Behind the scenes: Chiang Wan-an and Shen Po-yang vie for key Taipei votes; Ko Wen-je gives “him” a polite brush-off first

Published ・ Source Taiwan | 風傳媒

On the eve of the Taipei mayoral race at the end of 2026, KMT incumbent Chiang Wan-an joined Taiwan People’s Party Chairman Huang Kuo-chang for a livestream to win back young voters, drawing substantial online attention. Although Chiang publicly thanked former mayor Ko Wen-je’s team, Ko was cool toward cooperation between the KMT and TPP and gave him a polite brush-off.

Facts

  • Chiang Wan-an appeared in a livestream with Taiwan People’s Party Chairman Huang Kuo-chang on October 15.
  • The livestream garnered about 300,000 views in a single day.
  • Since leaving the Legislative Yuan, Huang Kuo-chang’s livestreams have averaged 100,000 views.
  • This was the only livestream by Huang Kuo-chang to surpass 300,000 views.
  • The DPP is building a “洋流” for its Taipei mayoral candidate, Shen Po-yang.
  • During the livestream, Chiang Wan-an said he was very grateful to the team led by Ko Wen-je.

Original別等失能才投保!國泰人壽重塑超高齡時代的健康保障,2大生態圈串起全生命健康支持

Published ・ Source Taiwan | 風傳媒

Original國泰人壽針對台灣超高齡與少子化趨勢,推出長照商品「睛智守護」,並將保障啟動點提前至輕度失智或功能退化初期。同時提出「預防、復能、關懷」策略,擴大兩大生態圈以提供全程健康支持。

Facts

  • By the end of 2025, the average household size in Taiwan is expected to fall to just 2.37 people, shifting caregiving responsibilities from extended families to a small number of relatives.
  • 國泰人壽 has proposed a three-stage health strategy of “prevention, rehabilitation and care,” extending the role of insurance beyond claims after the fact.
  • 國泰人壽 launched its long-term care product “睛智守護” this year, and it has been well received by the market.
  • The “睛智守護” product covers 4 major degenerative organs and also provides coverage for mild dementia.
  • 國泰人壽 will continue to expand its “health promotion ecosystem” and “post-claim care ecosystem.”
  • Traditional long-term care insurance generally only takes effect when a person has reached a more severe level of disability, but the public expects support as soon as their health begins to change.
  • 國泰人壽 has framed this round of changes as a transformation in the role of insurance, rather than merely an upgrade to products and services.

Companies mentioned:國泰人壽

Had discussed a “counteroffensive against mainland China”: As Chiang Kai-shek’s suspicions of the United States flared, Nixon’s policy of aligning with China against the Soviet Union led him to consider joining with the Soviet Union against Mao Zedong.

Published ・ Source Taiwan | 風傳媒

This article examines the strategic anxiety of Republic of China President Chiang Kai-shek in the 1960s Cold War context, as he faced the U.S. strategy of aligning with China against the Soviet Union. To address the potential risk of being sacrificed by the United States, Chiang began contacting the Soviet Union through secret channels in 1968, seeking to establish informal military cooperation to counter mainland China under Mao Zedong’s leadership.

Facts

  • In October 1968, Soviet envoy Victor Louis came to Taiwan posing as a reporter for the British newspaper Evening News and held secret meetings with senior Kuomintang officials.
  • Chiang Kai-shek instructed then-Defense Minister Chiang Ching-kuo to meet with Soviet envoy Louis.
  • The Soviet side once proposed that it might provide support if the Kuomintang prepared to take military action against mainland China, but that it would require the Kuomintang to accept its demands regarding China’s future political arrangements.
  • The two sides discussed the Soviet Union creating military pressure along the Sino-Soviet border to force Beijing to disperse its forces and thereby support the Kuomintang’s counteroffensive against mainland China.
  • In March 1969, China and the Soviet Union clashed in an armed confrontation on Zhenbao Island, further worsening relations between the two sides.

銘旺科技 builds an end-to-end AI and drone service offering, investing 650 million ahead of the curve to enter Southeast Asia’s AI market.

Published ・ Source Taiwan | 風傳媒

銘旺科技(2429) has received board approval to invest up to 650 million yuan in establishing an AI computing center in Thailand. The “computing power first” strategy aims to accelerate the commercialization of drone and AI applications in Southeast Asia and provide end-to-end services.

Facts

  • 銘旺科技’s board approved an investment of no more than 650 million yuan to establish equipment for an AI computing center.
  • 銘旺科技 expects to complete construction of the AI computing center’s equipment within one year.
  • 銘旺科技’s core strategy is “build computing capacity first, bring product applications to market, and extend service models.”
  • 銘旺科技 has signed cooperation agreements with Southeast Asian clients. Services include Service, a computing power scheduling platform, and AI computing applications.
  • 銘旺科技 is setting up computing resources in Thailand ahead of time, preparing the infrastructure for AI products and drone applications to enter the market.

Companies mentioned:銘旺科技、2429

Graphic guide》Scholarships of up to 13,000 yuan for children of farmers and fishers! How do public and private high schools and universities compare? A graphic breaks down the grants in 4 categories.

Published ・ Source Taiwan | 風傳媒

The Ministry of Agriculture continues to offer scholarships for the children of farmers and fishers, benefiting about 56,000 students in 2025. Grants are divided into four categories based on public or private high schools, vocational schools and colleges, ranging from 4,000 yuan to 13,000 yuan. As high school and vocational school tuition is fully waived, students generally cannot receive both benefits, but students at private colleges can combine the grant with Ministry of Education reductions, easing the financial burden on families.

Facts

  • About 56,000 students benefited from the Ministry of Agriculture’s scholarships for the children of farmers and fishers in 2025.
  • Students at private colleges can receive a 13,000-yuan grant per semester and combine it with the Ministry of Education’s tuition and miscellaneous-fee reductions.
  • To qualify for the scholarship, the combined total of all categories of income reported by the student’s parents in the most recent tax year must not exceed 1.2 million yuan.
  • After tuition became fully waived at high schools and vocational schools, students who have received that subsidy are no longer eligible to also apply for the scholarship for children of farmers and fishers.
  • Applications for the scholarship for children of farmers and fishers are accepted 2 times a year: from March 1 to March 31, and from September 16 to October 15.

Commentary: The lesser evil amid the greater one—how can the DPP claim to have any standing to criticize free health insurance for seniors?

Published ・ Source Taiwan | 風傳媒

The Legislative Yuan passed amendments to make health insurance free for seniors, prompting strong criticism from Premier Cho Jung-tai, who said the measure was unconstitutional and unfair to different generations. The article’s author, however, argued that the pan-green camp had no standing to criticize it, since fiscal waste under the DPP government far exceeded the cost of the policy.

Facts

  • The Legislative Yuan passed amendments to Article 22 of the Senior Citizens Welfare Act in its third reading, easing the requirements for health insurance premium subsidies for people aged 65 and over.
  • The central competent authority will subsidize the full health insurance premiums of eligible people aged 65 and over.
  • The policy is estimated to increase central government spending by about 40 billion yuan annually in the future.
  • Premier Cho Jung-tai accused Legislative Yuan President Han Kuo-yu of disregarding the Constitution and showing contempt for the law.
  • Original台灣電價已漲4成,國庫挹注補貼台電超過3500億元之後台電還有近4000億元累計虧損。
  • In recent years, the government has had to inject nearly 20 billion yuan into the National Health Insurance program almost every year to keep it financially stable.
  • This year, the Executive Yuan budgeted 60 billion yuan for a direct injection into the National Health Insurance Fund.

Taiwan | 鉅亨網(18)

蘋果’s chip strategy revealed: skipping high-end M6 to bet directly on M7; OLED MacBook Pro to stick with M5 for now.

Published ・ Source Taiwan | 鉅亨網

According to a report by journalist Mark Gurman cited by《MacRumors》, 蘋果 will skip a high-end M6 chip and instead develop the AI-focused M7 series. The OLED MacBook Pro will continue to use the M5 chip, while high-end M7 chips are expected to launch between the end of 2027 and 2028.

Facts

  • 蘋果 will release only the standard M6 and will no longer develop the M6 Pro, M6 Max or M6 Ultra.
  • 蘋果 is shifting its research and development resources to the M7 series, which is focused on AI computing.
  • The standard M6 has already debuted in the new Mac mini, with subsequent use planned for the iMac and entry-level 14-inch MacBook Pro.
  • The upcoming OLED MacBook Pro will get a new screen and chassis first, but its chip will not advance to the next generation at the same time.
  • The high-end touchscreen OLED MacBook Pro will not move up to the M7 Pro and M7 Max until the end of 2027.
  • The flagship M7 Ultra is slated for the first half of 2028.

Companies mentioned:蘋果、MacRumors

光譜電工 opens its Guanyin Plant 2, boosting domestic and overseas orders; plans to raise 500 million yuan through CB issuance.

Published ・ Source Taiwan | 鉅亨網

光譜電工 has opened its Guanyin Plant 2 and received approval from the Financial Supervisory Commission to issue 500 million yuan in CBs, aiming to expand capacity and raise funds to strengthen its ability to take on overseas orders.

Facts

  • 光譜電工 has officially opened its Guanyin Plant 2 in Taoyuan, acquired for 1.204 billion yuan.
  • 光譜電工 plans to issue secured convertible bonds (CBs) with a face value of 500 million yuan.
  • 光譜電工’s CB fundraising plan was approved by the Financial Supervisory Commission today (19).
  • 光譜電工 has obtained both UL and cUL safety certifications.
  • 光譜電工 approved a name change at the end of 2025 and officially changed its name from 合正科技 to 光譜電工 in February this year.

Companies mentioned:光譜電工、合正科技

Taiwan stocks open》Market opens lower and plunges more than 800 points at one stage; 台積電 falls below 2,400 yuan, 川湖 drops below 10,000 yuan.

Published ・ Source Taiwan | 鉅亨網

Original受外圍油價漲及通膨疑慮影響,台股今(19)日開低震盪,加權指數一度重挫逾800點至46243.55點。台積電跌破2400元,川湖跌破萬元,記憶體與被動元件族群普跌,僅電信三雄與玻纖概念股逆勢上揚,預估成交量縮至7800-7900億元。

Facts

  • Affected by declines in U.S. stocks and international oil prices approaching 110 dollars a barrel, Taiwan stocks opened lower today (19), with the weighted index down more than 800 points at one stage.
  • 台積電 opened at 2,395 yuan today, down 25 yuan or 1%, falling below 2,400 yuan.
  • Memory stocks weakened, with 南亞科、旺宏 and 華邦電 all falling 5% to 6%.
  • The two major passive component makers were also weak, with 華新科 down more than 7% and 國巨 down 6%.
  • High-priced stock 川湖 continued to fall, dropping below the 10,000-yuan mark.
  • Original玻纖布相關的台玻、南亞逆勢上漲,電信三雄成為資金避風港。
  • Original預估今日台股成交金額量縮至約7800至7900億元。

Companies mentioned:台積電、聯發科、台達電、鴻海、日月光投控、台光電、欣興、聯電、南亞科、旺宏、華邦電、力積電、愛普*、華新科、國巨*、京元電子、力成、川湖、健策、大立光、嘉澤、台玻、南亞、電信三雄

AI agents work 6 times as many hours as humans! Anthropic reveals the “era of meta-work,” with employees becoming AI managers.

Published ・ Source Taiwan | 鉅亨網

Anthropic’s employment report says AI agents work 6 times as many hours as humans, while engineers’ output has increased 5 times. The company’s workforce has tripled, but entry-level hiring has fallen to 9%, reflecting how AI is reshaping job content and the structure of talent demand.

Facts

  • In August 2026, the working hours of Anthropic’s internal interactive agents reached 6 times those of humans.
  • Anthropic engineers' average code commits rose to 5 times the original level in 6 months.
  • The share of entry-level technical positions at Anthropic fell from 27% to 9%.
  • Anthropic expanded to 3 times its previous size over the past year, but new openings were concentrated at mid-to-senior and specialist levels.
  • In spring 2026, “meta-work” accounted for about 22% of employees’ interactive Claude sessions.
  • The share of technical positions assessing proficiency in using AI tools rose from about 5% to 15%.
  • Agents are in a waiting state about 80% of the time, requiring humans to issue instructions or confirm results.

Companies mentioned:Anthropic

Original蘋果明知摺疊機iPhone Duo供應不足 仍堅持啟動預購

Published ・ Source Taiwan | 鉅亨網

Original彭博記者馬克·古爾曼指出,蘋果明知 iPhone Duo 供應短缺,仍為搶攻第一季業績在全球70國同步開賣,導致發貨延至明年1月,被批嚴重失算。

Facts

  • Original彭博記者馬克·古爾曼揭露蘋果明知 iPhone Duo 供應短缺仍堅持啟動預購。
  • Original蘋果原計劃僅在美國和中國推出 iPhone Duo,後改為全球70多個國家同步發售。
  • Less than 30 minutes after iPhone Duo preorders opened, shipping dates in many parts of the world had been pushed back to January 25 next year.
  • Original馬克·古爾曼認為蘋果為了在第一季度初期上市而犧牲了滿足市場需求的能力。

Companies mentioned:蘋果、AAPL-US

Responding to AI's impact on jobs! Anthropic establishes public-benefit fund, initially contributing 5% stake

Published ・ Source Taiwan | 鉅亨網

Anthropic plans to contribute 5% of its shares to a newly established public-benefit fund to address AI's impact on jobs. The plan is subject to shareholder approval and will be implemented on the eve of its November IPO.

Facts

  • Anthropic announced plans to put 5% of the company’s shares into a newly established “public-benefit fund.”
  • The fund's resources will be dedicated to public impact, including charitable donations, direct support for specific groups, and research into addressing AI's impact on the labor market.
  • The fund is structured as a wholly owned limited liability company (LLC), rather than a tax-exempt 501(c)(3) nonprofit organization.
  • Original根據皮尤研究中心8月報告,71%美國成年人認為未來兩年AI會減少美國就業。
  • Anthropic has disclosed to investors that its Q3 revenue this year was $16.8 billion, and the market expects an IPO in November.
  • Including share-donation pledges from founders and employees, about 20% of the company's shares would be devoted to the public good.

Companies mentioned:Anthropic、皮尤研究中心

Futures plunge 1,144 points overnight: Should investors sell AI stocks 台積電、聯發科、國巨、南亞科、南亞?

Published ・ Source Taiwan | 鉅亨網

Yang Yuhua, an analyst at Moore Securities, said the Taiwan futures market plunged 1,144 points overnight, affected by a drop in the U.S. Philadelphia Semiconductor Index. Although AI concerns and settlement pressure may weigh on the market in the short term, the outlook is for a decline at the open followed by a recovery over the medium to long term. The analyst advised investors to follow a “buy on weakness, not strength” strategy and predicted that Taiwan stocks could challenge the 50,000-to-55,000-point range in the fourth quarter.

Facts

  • The U.S. Philadelphia Semiconductor Index plunged 3.8% last Friday, sending Taiwan futures down 1,144 points overnight.
  • Analyst Yang Yuhua believes Taiwan stocks will open lower in the short term, but the medium- to long-term trend will be a recovery after a lower open.
  • The market is concerned about the high cost of AI financing and questions over monetization, alongside expectations of Fed rate hikes.
  • Yang Yuhua forecasts a baseline of 50,000 points for Taiwan stocks in the fourth quarter, with 55,000 points in an optimistic scenario.
  • Yang Yuhua's trading mantra is “buy on weakness, not strength,” advising investors to buy when prices fall.
  • Taiwan stocks rose to nearly 50,000 points in early October and set a record high of 49,968 points.

Companies mentioned:摩爾證券投顧、台積電、聯發科、國巨、南亞科、南亞、輝達、特斯拉、Meta、微軟、Google、亞馬遜、台達電、鴻海、廣達、緯創、緯穎

Is a 3,000-point plunge in Taiwan stocks a danger or an opportunity? ASML and 台積電 point to the semiconductor industry's major trends—see the essential list of key suppliers!

Published ・ Source Taiwan | 鉅亨網

ASML and 台積電 issued forecasts that exceeded expectations. ASML raised its 2026 guidance and has order visibility through 2030, while 台積電 raised its revenue growth target and advanced 2-nanometer mass production. Analysts say the semiconductor industry's major trends remain strong and recommend watching related suppliers.

Facts

  • ASML's Q3 gross margin reached 57.5%, and its EPS was 12.95 euros, both above expectations.
  • OriginalASML將2026全年營收區間上移至440~450億歐元。
  • 台積電 forecasts fourth-quarter revenue of $52.3 billion to $54.3 billion.
  • 台積電 raised its full-year revenue growth target in U.S. dollars from slightly above 40% to about 44%.
  • Original台積電2026年資本支出維持600億至640億美元。
  • 台積電 is making smooth progress toward 2-nanometer mass production and plans to expand 3-nanometer capacity.
  • ASML's EUV capacity will increase by 30% per year for 2 consecutive years, in 2027 and 2028.
  • 台積電 will introduce High NA into HVM around 2030.

Companies mentioned:ASML、台積電、英特爾、三星、美光、帆宣、瑞耘、新應材、昇陽半、中砂、崇越、華立、日月光、京元電、聯電、世界、群創、友達、欣興、景碩、臻鼎-KY、聯茂、台燿、台玻、德宏、摩爾投顧

Will the Taiwan dollar keep falling as it nears 32.5? Foreign banks see strong exports supporting a year-end rebound to 31.5

Published ・ Source Taiwan | 鉅亨網

Analysts say that despite short-term weakness in the Taiwan dollar, which has neared 32.5 amid concerns over AI trades and foreign investors' withdrawals, strong exports and a current-account surplus will support a recovery to the 31.5–31.8 range by year-end.

Facts

  • Original華僑銀行與ING預期新台幣年底前分別回升至兌1美元31.60元與31.50元。
  • Taiwan's current-account surplus reached a record high of nearly $70 billion at the end of 2025.
  • Original外資周四賣超台股新台幣3,026億元,創單日新高。
  • The government raised its full-year economic growth forecast to more than 10%.
  • The yield on 10-year U.S. Treasury bonds is about 300 basis points higher than that on Taiwan government bonds of the same maturity.

Companies mentioned:華僑銀行、荷蘭國際集團、ING、三菱日聯銀行、MUFG、道富銀行、LGT私人銀行、台積電

China strikes back! Plans controls on exports of 40 categories of technology

Published ・ Source Taiwan | 鉅亨網

China's Ministry of Commerce and Ministry of Science and Technology plan to impose export controls on 40 categories of technology, including AI and semiconductors, to safeguard national security.

Facts

  • China's Ministry of Commerce and Ministry of Science and Technology jointly proposed new rules to restrict or prohibit exports of 40 categories of technology.
  • Under the proposed new rules, 14 categories of technology could be banned from export, while 26 categories would face varying levels of restriction.
  • Large AI models with parameter counts of 2 trillion or more, or with certain advanced capabilities, would face export restrictions.
  • Using restricted models through APIs, applications, websites, and SaaS services would not be considered an export of the technology itself.
  • The proposed new rules were announced on October 16, and the deadline for public comment is November 15, 2026.

[A nightmare at the open?] SOX down for 8 straight sessions, Taiwan stocks plunge 1,000 points? Retail investors, take these 2 steps to protect yourselves!

Published ・ Source Taiwan | 鉅亨網

The SOX Index plunged 11.4% amid valuation adjustments and foreign investor selling, but fundamentals in semiconductors and AI remain strong, with robust demand from 台積電, 輝達, and cloud giants. Analysts advise retail investors to stay calm, wait for technical signs of a bottom, and watch 6 standout stocks with particularly favorable positioning, including 今國光 and 金像電.

Facts

  • The SOX Index closed lower for 8 consecutive trading days, its longest losing streak since 2008, falling 11.4%.
  • Foreign investors have been net sellers for 8 consecutive days, with cumulative sales exceeding NT$680 billion.
  • 台積電's Q3 profit surged 69% year over year, and C.C. Wei said demand for advanced processes far exceeds supply.
  • The four major U.S. cloud companies' capital spending for next year continues to be revised upward, growing by six-tenths to exceed $1.5 trillion.
  • The article recommends 6 standout stocks: 今國光、台表科、金像電、大量、汎銓、眾達-KY.

Companies mentioned:台積電、輝達、今國光、台表科、金像電、大量、汎銓、眾達-KY、摩爾投顧

Will Ukraine's fate be decided by three powers? Putin invites Trump and Xi Jinping for ceasefire talks, excluding Zelenskyy

Published ・ Source Taiwan | 鉅亨網

According to The Wall Street Journal, Russian President Vladimir Putin proposed holding a three-way summit with U.S. President Donald Trump and Chinese President Xi Jinping to negotiate an end to the war in Ukraine and establish terms favorable to Moscow. If held, the summit would exclude Ukrainian President Volodymyr Zelenskyy and could take place during APEC in Shenzhen.

Facts

  • Russian President Vladimir Putin proposed meeting with U.S. President Donald Trump and Chinese President Xi Jinping next month to discuss Ukraine.
  • The Kremlin suggested holding a separate three-way dialogue during the APEC summit in Shenzhen on November 18–19.
  • China said it would not oppose the three-way meeting as long as Trump agrees.
  • Trump has not agreed to attend such a summit, but may accept in order to fulfill his promise to end the war.
  • Putin and Trump reached an agreement on U.S. purchases of Russian diesel during a phone call on October 9.
  • Trump suspended implementation of the provisions in the Russia sanctions bill signed last month.
  • Kremlin spokesman Dmitry Peskov confirmed that the parties are discussing a possible meeting.

U.S.-Ukraine rift and unrest in France lift the dollar!Euro falls against most G10 currencies,at one point plunging 0.5% against the dollar this morning

Published ・ Source Taiwan | 鉅亨網

Confidence in the euro was shaken by escalating U.S.-Ukraine tensions and large-scale protests in France,with the euro falling against most G10 currencies in early Asian trading on the 19th. Strategists at 澳洲聯邦銀行 forecast that the euro-dollar pair could test the 1.1130 support level this week as geopolitical tensions boost the dollar.

Facts

  • The euro fell against most G10 currencies in early Asian trading on the 19th amid U.S.-Ukraine tensions and unrest in France.
  • The euro fell as much as 0.5% against the dollar in early trading today,hitting a low of $1.1183.
  • As the euro weakened,the dollar rose 0.5% against the Polish zloty,Hungarian forint and Bulgarian lev.
  • Protests in several French cities escalated into clashes between police and demonstrators,with looting and landmark buildings set ablaze.

Companies mentioned:澳洲聯邦銀行

Foreign investors pull out more than a thousand hundred-million-hundred-millions of dollars;South Korean stocks go from AI winners to hardest-hit,retail investors left deeply underwater

Published ・ Source Taiwan | 鉅亨網

South Korea's stock market has been among the hardest hit by a massive foreign investor exodus,with the KOSPI down 40% in the second half of the year. Foreign investors have recorded cumulative net sales of 203.7 trillion won,concentrated mainly in Samsung and SK海力士. As corporate buybacks wind down and retail investors' funds shrink,the market faces heavy selling pressure,with highly leveraged investors suffering severe losses.

Facts

  • Foreign investors have recorded cumulative net sales of about 203.7 trillion won in South Korea's main stock market this year.
  • Original三星電子與SK海力士合計約176兆韓元的外資賣超,佔總賣超約86%。
  • OriginalKOSPI下半年至今下跌40%,成交額較5月底高峰萎縮逾七成。
  • Buyback programs totaling about 55 trillion won by Samsung and SK海力士 are nearing their end.
  • Margin debt has fallen to about 33 trillion won from a June peak of 38.6 trillion won.
  • Foreign investors hold about 37.8% to 38.9% of the total market capitalization of South Korean stocks.
  • A double-leveraged SK海力士 ETF is down about 91% from its late-June peak.

Companies mentioned:三星電子、SK海力士、韓國國民年金基金

U.S.-Ukraine tensions continue to escalate!Zelensky accuses U.S. of pressuring him to “surrender”,then proposes new terms:halt attacks on Russian refineries in exchange for “Patriot” missiles

Published ・ Source Taiwan | 鉅亨網

Ukrainian President Volodymyr Zelensky accused the United States of using military aid and energy policy to pressure Ukraine into accepting ceasefire terms favorable to Russia. The two sides have sharply diverged over refinery strikes and the supply of Patriot missiles;Zelensky's proposed trade-off was rejected,escalating their public dispute.

Facts

  • Zelensky accused the United States of pressuring Kyiv through military aid,satellite communications and energy policy in an effort to force Ukraine to accept ceasefire terms favorable to Russia.
  • Zelensky proposed halting attacks on Russia's diesel supply chain in exchange for increased U.S. supplies of Patriot interceptors,but Washington rejected the offer.
  • Washington said its arrangement concerning Russian diesel supplies was intended to avoid driving Putin from the negotiating table,and countered that Zelensky was prolonging the war.
  • Zelensky said Starlink service is restricted for equipment inside Ukraine traveling at more than 161 kilometers per hour;Washington denied issuing such an order.
  • The current monthly supply of Patriot missiles is about 12,just one-quarter of the level during the Biden administration;the problem stems from political decisions.

Sell signal lifted!美銀's Hartnett eyes return to tech stocks in mid-November;chip prices are key

Published ・ Source Taiwan | 鉅亨網

美銀 strategist Hartnett said the bull-bear indicator fell below 8.0,ending the sell signal but not reaching the threshold for a buy signal. A return to tech stocks in mid-November hinges on rising chip prices;if prices retreat,AI financing could tighten.

Facts

  • 美銀's bull-bear indicator fell from 8.1 to 7.4,dropping below the 8.0 threshold and ending the sell signal triggered on May 26.
  • The net oversold share of global stock indexes reached 52%,below the 88% needed to trigger a contrarian buy signal.
  • EPFR data showed net inflows of $64.4 billion into equity funds and outflows of $53.1 billion from cash funds.
  • The five-year default probability implied by CoreWeave's 5-year credit default swap (CDS) spread is about 63%.
  • Hyperscalers' capital expenditure is forecast to rise from $807 billion in 2026 to $1.16 trillion in 2027.
  • 美銀 private clients' equity allocation reached 66.4%,a record high.
  • A total of 355 S&P 500 constituents are down more than 10% from their 52-week highs.

Companies mentioned:美銀證券、美銀、高盛、甲骨文、CoreWeave

Musk shows off flying car;The Atlantic pours cold water on it: “It should never have been built”

Published ・ Source Taiwan | 鉅亨網

Original《大西洋月刊》評論特斯拉Roadster飛行原型車展示,指出飛行汽車作為自由象徵的幻想優於現實。儘管馬斯克宣稱2028年投產,但歷史案例顯示技術與監管困難重重,此展示更像滿足馬斯克個人夢想的特技秀。

Facts

  • Original特斯拉上周展示了Roadster「飛行」原型車,該車倒掛在弧形軌道上並上演空中特技。
  • The Atlantic said flying cars perhaps should never be built,because they are more appealing as a fantasy than as a reality.
  • Musk says the Roadster will enter production in 2028.
  • Founders Fund issued a technology manifesto in 2011 criticizing the flow of capital into social media platforms,but its most important investment at the time was Facebook.
  • In 1973,Paul Moller built the AVE Mizar and died in a test-flight accident.
  • Terrafugia promised for years to bring its Transition product to market,until the company folded in 2021.

Companies mentioned:特斯拉、SpaceX、PayPal、Founders Fund、Facebook、Twitter、Curtiss、Ford、Terrafugia

Taiwan index futures plunge 1,144 points!U.S. stocks' Philadelphia Semiconductor Index falls for 8 straight sessions!Will Taiwan stocks plunge another 1,000 points on Monday?

Published ・ Source Taiwan | 鉅亨網

Original上週五美股受AI舉債疑慮、中國記憶體突破及地緣政治風險影響全面下跌,費半指數連跌8日。台股受外資賣超拖累,台指期夜盤暴跌1144點。儘管台積電獲利強勁,但短線技術面轉弱,建議投資人降低槓桿觀望。

Facts

  • The Philadelphia Semiconductor Index plunged a cumulative 11.4% last week,falling for 8 consecutive trading days.
  • 台積電's third-quarter EPS was NT$29.43,up 68.7% year over year.
  • Taiwan index futures plunged 1,144 points in overnight trading last Friday,closing at 46,140 points.
  • 蘋果's first foldable phone,the iPhone Duo,sold out its initial available stock in China in about 15 minutes.
  • Foreign investors were net sellers of Taiwan stocks for 8 consecutive trading days,with net sales totaling NT$46.1 billion last Friday.
  • The yield on the U.S. 10-year Treasury has fallen back to around 5.1%.
  • 台積電 confirmed at its earnings briefing that capital expenditure will remain between $60 billion and $64 billion.

Companies mentioned:台積電、鴻海、新日興、大立光、富喬、台玻、蘋果

Japan | 消費者庁(7)

サラダコスモ “Mixed Cabbage” (sold in Kansai) — exchange/recall

Published ・ Source Japan | 消費者庁

サラダコスモ will begin exchanging and recalling its “Mixed Cabbage” product sold in Kansai from October 16, 2026, due to an incorrectly stated best-before date and the presence of broccoli sprouts.

Facts

  • Response start date: October 16, 2026

Companies mentioned:サラダコスモ

Original近江兄弟社「近江兄弟社メンターム」 - 回収

Published ・ Source Japan | 消費者庁

近江兄弟社 will begin recalling “近江兄弟社メンターム” on October 16, 2026, because the amount of its active ingredient is below the required standard.

Facts

  • Within 4 years of the expiration date
  • Oct. 16, 2026

Companies mentioned:近江兄弟社

下園薩男商店 “LIFE SYRUP (Life Syrup) -Akamatsu / Echinacea-” (ISSOW, sold through its online store) — refund/recall

Published ・ Source Japan | 消費者庁

下園薩男商店 will issue refunds and recall its “LIFE SYRUP (Life Syrup) -Akamatsu / Echinacea-” from October 15, 2026, due to mold contamination.

Facts

  • Oct. 15, 2026

Companies mentioned:下園薩男商店、ISSOW

松山油脂 “Hand Soap HHO” — recall

Published ・ Source Japan | 消費者庁

松山油脂 will recall “Hand Soap HHO” from October 15, 2026, because the container does not bear a manufacturing number.

Facts

  • Oct. 15, 2026

Companies mentioned:松山油脂

早川しょうゆみそ “甘酒ChaCha” — refund/recall

Published ・ Source Japan | 消費者庁

早川しょうゆみそ will issue refunds and recall the product “甘酒ChaCha” from October 9, 2026, due to swelling and increased acidity.

Facts

  • October 09, 2026

Companies mentioned:早川しょうゆみそ

雄源カンパニー “Chestnut Pound Cake” (sold at デパートリウボウ) — refund/recall

Published ・ Source Japan | 消費者庁

雄源カンパニー will issue refunds and recall the “Chestnut Pound Cake” sold at デパートリウボウ from October 9, 2026, due to labeling errors and other issues.

Facts

  • October 09, 2026

Companies mentioned:雄源カンパニー、デパートリウボウ

WayMeet Limited (overseas company) “ESR (億色) power bank” — refund

Published ・ Source Japan | 消費者庁

WayMeet Limited will begin providing refunds from October 8, 2026, due to the possibility of overheating or ignition of the lithium-ion batteries in ESR (億色) power banks.

Facts

  • Oct. 08, 2026

Companies mentioned:WayMeet Limited、ESR、億色

Taiwan | 國家災害防救科技中心(7)

Water Outage (Changhua County)

Published ・ Source Taiwan | 國家災害防救科技中心

To improve the stability of water supplies and reduce the risk of pipeline leaks,台灣自來水公司 will replace pipelines in Zhongyang Village in Yuanlin City,Taiping Village and Jingkou Village in Puxin Township,Changhua County. Water service is scheduled to be suspended from 8:00 to 18:00 on October 19,2026.

Facts

  • Effective time:2026-10-19T08:00:41
  • Expiration time:2026-10-19T18:00:00

Companies mentioned:台灣自來水公司

Water Outage (Nantou County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for Zhanghe Village in Nantou City,Nantou County,due to emergency repairs to a burst pipe on Xinghe Lane. The outage will run from 08:08 to 11:00 on October 19,2026.

Facts

  • Effective time:2026-10-19T08:08:51
  • Expiration time:2026-10-19T11:00:00

Companies mentioned:台灣自來水公司

Water Outage (Tainan City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 issued a water outage alert for several villages in Guiren District,Tainan City,due to emergency repairs to a burst 300mm pipe. The affected areas include Kanxi Village,Kandong Village,Lunding Village,Xucuo Village and Xincuo Village;the outage is scheduled from 07:59 to 11:00 on October 19,2026.

Facts

  • 300mm
  • 2026-10-19T07:59:39
  • 2026-10-19T11:00:00

Companies mentioned:台灣自來水公司

Water outage (Yunlin County)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 is carrying out a water outage in Gangdong Village,Kouhu Township,Yunlin County,for a pipeline replacement project on Zhongzheng Road in Kouhu Township.

Facts

  • Effective time:2026-10-17T16:03:29
  • Expiration time:2026-10-19T18:00:00

Companies mentioned:台灣自來水公司

High-temperature advisory (Pingtung County, Taichung City, Tainan City).

Published ・ Source Taiwan | 國家災害防救科技中心

中央氣象署 issued a heat advisory,saying that around noon on October 19,2026,some areas of Taichung City,Tainan City and Pingtung County will be under a yellow-level alert. Residents are advised to limit outdoor activities and take precautions against the sun and stay hydrated.

Facts

  • Today (19)
  • Effective time:2026-10-19T07:18:00
  • Expiration time:2026-10-19T17:00:00

Companies mentioned:中央氣象署

Water Outage (New Taipei City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 announced a water outage in Yingge District,New Taipei City,due to a pipeline replacement project.

Facts

  • Effective time: 2026-10-16T11:21:47
  • Expiration time:2026-10-19T17:00:00

Companies mentioned:台灣自來水公司

Water Outage (New Taipei City)

Published ・ Source Taiwan | 國家災害防救科技中心

台灣自來水公司 said pipeline replacement work on Section 2 of Zhongzheng Road and Baiji Road in Sanxia District will disrupt water service in Zhongzheng, Zhukun, Xinan and Jiatian villages in Sanxia District, New Taipei City.

Facts

  • Effective time: 2026-10-16T12:05:56
  • Expiration time:2026-10-19T17:00:00

Companies mentioned:台灣自來水公司

Taiwan | 公開資訊觀測站(4)

TLC-KY (7924): Announces press conference to explain material information

Published ・ Source Taiwan | 公開資訊觀測站

TLC BioSciences Corp. (7924) announced that it will hold a press conference to explain material information at 4 p.m. on Oct. 19, 115, at 財團法人中華民國證券櫃檯買賣中心.

Facts

  • 115/10/19
  • Original下午4時00分

Companies mentioned:TLC BioSciences Corp.、財團法人中華民國證券櫃檯買賣中心

富強鑫 (6603): Clarification of media reports

Published ・ Source Taiwan | 公開資訊觀測站

富強鑫 clarified media reports, saying the company has not provided financial forecasts and that relevant information will be disclosed in accordance with regulations.

Facts

  • Revenue this year is NT$5.43 billion
  • Up 6.83% year over year
  • Up 0.18 percentage points year over year
  • Operating profit ... is expected to rise to NT$280 million
  • Up 37.3% year over year
  • Net profit after tax of NT$270 million
  • Up 169.1% year over year
  • Earnings per share of NT$1.6
  • Net asset value per share of about NT$16.9

Companies mentioned:富強鑫、富強鑫精密工業股份有限公司

湧盛(2249): Announces details of over-allotment for its initial listing on the OTC market

Published ・ Source Taiwan | 公開資訊觀測站

湧盛電機股份有限公司 announced an over-allotment for its initial listing on the OTC market, with an underwriting price of NT$66 per share, a public offering of 3,168,000 shares and an over-allotment of 50,000 shares.

Facts

  • NT$66 per share
  • 3,168,000 shares
  • 50,000 shares
  • 1.58%
  • NT$3,300,000

Companies mentioned:湧盛(2249)、湧盛電機股份有限公司

普生 (4117): Announces its self-prepared consolidated financial report for September 115, including the debt ratio, current ratio and quick ratio

Published ・ Source Taiwan | 公開資訊觀測站

普生 (4117) announced the debt ratio, current ratio and quick ratio in its self-prepared consolidated financial report for September 115.

Facts

  • Self-prepared current ratio: 138.04%
  • Self-prepared quick ratio: 121.31%
  • Self-prepared debt ratio: 84.07%

Companies mentioned:普生、櫃買中心

Japan | EDINET 金融庁開示(3)

【インベスコ・アセット・マネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 21st term (2026/01/20–2026/07/21)

Published ・ Source Japan | EDINET 金融庁開示

Invesco Asset Management filed a securities report for the 21st term (2026/01–2026/07). It reported assets of 77.8 billion yen and operating profit of 2.6 billion yen, showing strong performance.

Facts

  • インベスコ・アセット・マネジメント株式会社 filed a securities report on October 19, 2026.
  • The fund’s principal underlying investments are U.S. dollar-denominated corporate bonds and other securities issued by companies in emerging markets.
  • The trust money limit is 500 billion yen for each fund and may be changed.

Companies mentioned:インベスコ・アセット・マネジメント株式会社

【SBI岡三アセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 33rd term (2026/01/21–2026/07/21)

Published ・ Source Japan | EDINET 金融庁開示

SBI Okasan Asset Management filed a securities report for the 33rd term (January–July 2026). The report disclosed total assets of approximately 2.97 billion yen and operating profit of approximately 174 million yen, along with the operating status of a bond fund that aims to secure stable returns.

Facts

  • OriginalSBI岡三アセットマネジメント株式会社は2026年10月19日に有価証券報告書を提出した。
  • Total assets for the 33rd term were 2,973,611,283 yen.
  • Operating profit for the period was 174,082,477 yen.
  • The issued units of the Asia-New Zealand Bond Master Fund totaled 1,453,775,943 units.

Companies mentioned:SBI岡三アセットマネジメント株式会社

【アモーヴァ・アセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 65th term (2025/07/23–2026/07/21)

Published ・ Source Japan | EDINET 金融庁開示

モーヴァ・アセットマネジメント filed a securities report for the 65th term (fiscal 2025–2026). Net income for the period was approximately 300 million yen, and the return was 0.45%.

Facts

  • Net income for the 65th term was 29,961,523 yen.
  • The return for the 65th term was 0.45%.
  • Total current assets at the end of the period were 6,380,075,802 yen.

Companies mentioned:モーヴァ・アセットマネジメント株式会社

Taiwan | Heho健康(2)

10/23 International XLH Awareness Day / Could a child’s unsteady gait and changing leg shape be caused by growth? Doctor urges attention to early warning signs of XLH - Heho Health

Published ・ Source Taiwan | Heho健康

Su Ruizhen, president of the XLH Patients’ Association, shared her experience seeking medical care, noting that both her feet began to deform abnormally when she was 1 year old, but diagnosis was delayed because awareness of the disease was limited and there was no family history.

Facts

  • Currently in their 40s
  • At 1 year old

10/20 World Osteoporosis Day / Don’t ignore this value even if it falls short of the treatment threshold! Doctor recommends 3 ways to protect bones and prevent osteoporosis - Heho Health

Published ・ Source Taiwan | Heho健康

A 78-year-old woman surnamed Lin suffered a vertebral compression fracture after moving fruit. A doctor cautioned that precautions are needed even when osteoporosis treatment thresholds have not been met.

Facts

  • 78 years old

Taiwan | 國家實驗研究院(2)

Building an industrial ecosystem: AI innovation applications building opens

Published ・ Source Taiwan | 國家實驗研究院

Summary not yet available

Facts

  • Rent cut in half for up to five years
  • Two years of rent-free use after research results are commercialized

Companies mentioned:行政院、國科會、臺南市、AMD、工研院、國研院、臺南共照雲

A nimble cleaner navigating the concrete jungle takes on the challenge of a multifunctional smart garbage truck; 清華大學 wins the 2026 National Research Cup Smart Machinery Competition

Published ・ Source Taiwan | 國家實驗研究院

Summary not yet available

Facts

  • The waste and recyclables used in the competition were wooden and foam cubes with sides measuring 2.5 centimeters.

Companies mentioned:清華大學、明新科技大學、成功大學、中央大學、台灣三豐儀器股份有限公司、均華精密工業股份有限公司、東捷科技股份有限公司、財團法人三聯科技教育基金會、美國機械工程師學會、國科會、國家實驗研究院、國家儀器科技研究中心

Taiwan | 內政部消防署(2)

[Mountain accident] [18th, 09:55, one man sprained his left ankle at Qilai Mountain Lodge in Xiulin Township, Hualien County; an air rescue helicopter and this agency’s special search-and-rescue personnel worked together to airlift him to hospital] Initial/final report

Published ・ Source Taiwan | 內政部消防署

Original18日上午,花蓮縣秀林鄉奇萊山屋發生山域事故,一名男子扭傷左腳踝。空勤總隊UH-60M黑鷹直升機與本署特搜人員共勤,於11:35成功吊掛送醫,由消防局救護車接駁至醫院。

Facts

  • 1 man
  • 10:32
  • 11:11
  • Registration number NA-711
  • 11:35
  • 11:56
  • 1 ambulance, 2 people
  • 1 aviation helicopter sortie
  • 2 special search-and-rescue personnel deployments

Companies mentioned:空勤總隊、消防局

[Container fire] [21:14 on the 18th, a container fire on Danan Road, Puli Township, Nantou County, extinguished; no casualties] Initial/final report

Published ・ Source Taiwan | 內政部消防署

A fire broke out in a container on Danan Road in Puli Township, Nantou County, at 21:14 on the 18th. 消防局 dispatched 6 fire engines and 12 personnel to fight the blaze, which was extinguished at 21:39. There were no casualties.

Facts

  • 6 vehicles
  • 12 people
  • 30 square meters

Taiwan | 環球生技月刊(1)

Vietnam accepts application for registration of two formulations of 太景’s new antibiotic - Global Bio & Investment Monthly

Published ・ Source Taiwan | 環球生技月刊

Vietnam accepts application for registration of two formulations of 太景’s new antibiotic Taijexin

Facts

  • 太景*-KY (4157)
  • About 270,000 people in Vietnam die from drug-resistant infections
  • The annual antibiotic market is worth about US$1 billion
  • The world’s 11th-largest pharmaceutical market for antibiotics
  • Accounts for about 12% of pneumonia cases
  • Prevalence reaches 561 cases per 100,000 people

Companies mentioned:太景、太景*-KY、Newsun Pharmaceutical JSC、Fideschem Inc.、Drug Administration of Vietnam、DAV、世界衛生組織、WHO、越南呼吸學會、VNRA

Japan | 厚生労働省(1)

Recruitment for the Director-General for Policy Planning (Comprehensive Policy and Labor-Management Relations)

Published ・ Source Japan | 厚生労働省

厚生労働省 is recruiting 1 fixed-term employee for the Employment and Wage Welfare Statistics Office, under the Counselor’s Office for Policy Planning (General Policy and Labor-Management Relations). The duties involve providing general administrative support for the Monthly Labour Survey. The appointment term is from 令和8年11月24日 to 令和9年3月31日. Daily pay is 11,190–14,390 yen.

Facts

  • Number of positions: 1
  • ¥11,190–¥14,390
  • Nov. 24, Reiwa 8
  • March 31, Reiwa 9
  • 5 days a week

Companies mentioned:厚生労働省、Adobe Reader

Taiwan | 中央研究院(1)

Assistant Research Fellow Hsieh Hsin-che of 近代史研究所 wins the 2026 Derek Price/Rod Webster Paper Prize from the 美國科學史學會

Published ・ Source Taiwan | 中央研究院

A paper by Assistant Research Fellow Hsieh Hsin-che of 近代史研究所 received the Derek Price/Rod Webster Paper Prize from the 美國科學史學會 in July 2026, recognizing research on corpse examination in the Qing dynasty published in the journal Isis.

Facts

  • 2026
  • July 2026)
  • 1644–1912
  • (1990)
  • (2019)

Companies mentioned:近代史研究所、美國科學史學會、History of Science Society、Isis

Other formats:JSONMarkdownRSS